Zapier is a connector tool that will watch for events in one application – triggers – and make things happen in other applications. Currently, our integration with Zapier is listed as “Beta”, but that doesn’t mean that it’s not ready for you to take advantage of. Depending on the number of tasks that Zapier runs per month, it can be completely free. Our App is featured on Zapiers Integration list at https://zapier.com/.
Getting Started with Zapier
Firstly, you are going to need a Zapier account. You can sign up for a free account here
Zapier can watch Zahara for a whole host of different events or triggers:
These include when a new purchase order is created, an invoice is approved, a supplier is updated, and much more.
Zapier can also watch for events or triggers from other applications. These could include when a new contact is added to Xero, a new PDF is added to OneDrive, and much more.
Zapier can then use data from these events or triggers to perform actions:
These include updating rows in a Google Sheets or Excel spreadsheet, exporting a PDF copy of an invoice to a Dropbox or OneDrive folder, updating a supplier in Xero, and much more.
Zapier can also action changes in Zahara itself. These could include creating a new purchase order, uploading a new PDF to the invoices inbox, and much more.
From Zahara’s listing on Zapiers Integration list, you can access a number of Zapier templates that allows you to quickly create your own workflows